strategy that
crosses borders
U.S. Tax Insight for Cross-Border Planning in Portugal
expertise on demand
Areia Global Consultants is the research and strategy arm of Areia Global Legal Advisors, a Miami-based law firm serving Americans in Portugal. We specialize in U.S. tax and regulatory issues with cross-border impact, translating complexity into clear, usable insight for individuals and professionals navigating the Portuguese landscape.
Our white papers and strategic briefs deliver focused, actionable guidance on high-stakes questions, from retirement account risks to fund structuring and compliance exposure. Whether you’re advising clients or investing for your own future, we are here to provide expertise on demand.
White Papers
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U.S. Tax and Legal Considerations for Portuguese Golden Visa Funds Exploring SDIRA Assets
Licensed access to a 30-page white paper analyzing the U.S. tax, legal, and regulatory implications for Golden Visa funds considering capital inflows from self-directed retirement accounts.
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U.S. Tax Exposure in Offshore Portfolio Management: A Guide for Portuguese Asset Managers and Private Banks
Licensed access to a 30+ page white paper examining the U.S. tax classification, compliance risks, and structuring pitfalls that arise when managing offshore portfolios for American clients.
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U.S. Employees in Portugal: A Planning Guide for High-Earning W-2 Expats
Licensed access to a 10-page white paper outlining the U.S. and Portuguese tax risks for American W-2 employees relocating to Portugal. Topics include taxation of compensation, FEIE/FTC optimization, U.S.-Portugal Social Security coordination, and the limitations on U.S. retirement contributions abroad.
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Portugal FIRE Toolkit: A U.S. Tax Survival Guide for Early Retirees
Licensed access to a 40+ page toolkit designed for U.S. citizens pursuing Financial Independence, Retire Early (FIRE) while living in Portugal. This toolkit addresses the tax treatment of retirement withdrawals, capital gains mismatches, PFIC and REIT exposure, and self-employment considerations under Portuguese law. It includes actionable guidance on drawdown sequencing, treaty navigation, and compliance.
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Commissioned White Papers
We offer custom white papers on U.S. tax and legal questions relevant to cross-border assets, investments, and income. These papers are non-exclusive and do not account for any individual facts or confidential information. While grounded in deep technical analysis, they are not legal opinions and are not intended as advice for any specific situation.
Who We Are
Areia Global Consultants is the research arm of Areia Global Legal Advisors, a Miami-based law firm focused on U.S. tax and estate planning for Americans with cross-border ties to Portugal. While the law firm serves clients directly, our role is different: we don’t offer individualized advice. Instead, we provide the expert insight others rely on to inform their own decisions.
Our work is built for individuals, funds, family offices, and financial institutions navigating the intersection of U.S. tax law and Portuguese opportunity. From technical white papers to strategic toolkits, our publications offer high-quality, technical analysis without the need to disclose client-specific details or engage a law firm.
We focus on the grey zones: regulatory risk, tax exposure, and cross-border structuring questions that lack clear-cut answers. Our work draws on expertise across jurisdictions and industries to deliver robust, multidisciplinary analysis. Whether you're planning your own cross-border strategy or managing portfolios on behalf of others, we give you the tools to navigate U.S. tax and legal complexity with confidence.
Contact Us
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